It's Tax Season!

Tax Information

Updated January 30, 2023

Frequently Asked Questions

2023 tax forms are now available to Freedom members who are enrolled in eStatements. For those not enrolled in eStatements, your 2023 tax forms will be mailed to you no later than 1/31/2024.

Please select any of the following questions to learn more.

Members who earned less than $10 in dividends or bonuses in 2023 will not receive a tax form. Members who earned $10 or more and/or who had a mortgage loan with Freedom during 2023 will be issued the appropriate tax form.

If you were registered for e-Statements as of 12/31/2023, your tax documents are now accessible through Online and Mobile Banking. If you were not registered for e-Statements as of 12/31/2023, your tax documents will be sent via mail, no later than 1/31/2024.

If accessing Online Banking in a web browser, click on the Documents tile on the Dashboard. The e-Statement portal will launch. Choose Tax Form from the Document Type dropdown.  Your available tax documents will be accessible alongside your monthly statements and may be saved and/or printed as needed.

If accessing through Mobile Banking, click on the Documents tile on the Dashboard. The e-Statement portal will launch. Choose Tax Form from the Document Type dropdown.  Your available tax documents will be accessible in this area.

In compliance to IRS rules/regulation, all IRA-related tax documents will be mailed to the address on file as of 12/31/2023, no later than 1/31/2024.

Freedom’s FEID/TIN is 52-0684225. This number is also available on your downloaded or printed tax statement.

Freedom’s routing number/ABA is 255077299. Your full, 13-digit account number that is required for successful posting of automatic deposits can be found in Online or Mobile Banking by clicking on the appropriate share account and navigating to the Details section. You can also find the full routing and account number on the bottom of your checks.

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